Broker Check

Commonwealth of Atlanta LLC - Atlanta, GA

Call Us: (678) 842-3100

 

Personal Strategies

At Commonwealth of Atlanta LLC, we frequently work with business owners on both the business and personal side of their financial lives.Whatever stage of life they’re in, many aren’t sure how to effectively manage the wealth they’ve accumulated and ensure they can preserve it throughout their retirement years.

We believe that through personal wealth management strategies, we can help ensure that the income you’ve worked hard to earn works hard for you in retirement. Our team offers a wide array of services that address your financial status, risk tolerance, time horizon, family and business needs, and more.

Our services include:

Investment Management

Through wealth management, we can help clients create an investment portfolio that produces an appropriate diversification based on the individual client’s goals and risk tolerance. We can assist clients with:

  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Government Securities
  • Variable Annuities
  • Alternative Investments

Financial Strategies

Financial planning is the process of identifying financial goals and creating a roadmap for how to achieve them. The primary objective is to determine how to build and preserve wealth, while also planning for the future. We can assist clients with:

  • Retirement Strategies
  • Retirement Income Strategies
  • Risk Management
  • Tax Minimization Strategies
  • Estate Strategies
  • Personal Finance Strategies
  • 401(k) Rollovers

Insurance

Insurance is a key element of one’s risk management and financial strategies. In developing a comprehensive financial strategy, we help clients address their insurance needs and appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance